See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $410,763 | $107,334+282.7% | $92,893+342.2% | $152,861+168.7% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 21.42% | 145.58%-124.2pp | 109.41%-88.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,425 | $4,221-66.2% | $3,653-61.0% | $4,762-70.1% |
| Participant deferral / active EE | $7,725 | $4,845+59.4% | $4,236+82.4% | $5,850+32.0% |
| Admin fee / account holder | $3,747 | $7,079-47.1% | $5,794-35.3% | $11,596-67.7% |